Consumer Defensive
Conagra Brands, Inc. (CAG): Margin recovery and return profile improvement amid softer revenue
Lamb Weston Holdings, Inc. (LW): Margin compression with rising cash generation focus
General Mills, Inc. (GIS): Cash generation supporting targeted acquisition-led capital deployment
Costco Wholesale Corporation (COST): Warehouse scale expansion with steady cash conversion
Walmart Inc. (WMT): Margin expansion with rising returns and cash generation
Philip Morris International Inc. (PM): Smoke-free mix expansion with rising cash conversion
The Procter & Gamble Company (PG): Margin gains from sustained cost and efficiency focus
